From Yahoo Finance: 2025-06-05 09:45:00

Analyst Jeffrey Small believes Meta Platforms (META) should be a core part of investors’ portfolios due to its strong fundamentals, massive user base of 3.43 billion monthly active users, and impressive growth in ads revenue compared to competitors like Google and YouTube.

Meta Platforms (META) has raised its capex guide for the year, showing no signs of slowing down in AI and data center development. With 98% of revenue coming from advertising and a 21% YoY growth rate, the company’s current growth trajectory exceeds Wall Street’s estimates of EBIT and OCF growth.

Nightview Capital highlights Meta Platforms, Inc. (META) as a core opportunity in its investor letter, praising the company’s powerful advertising ecosystem that reaches nearly half the world’s population daily through platforms like Instagram, Facebook, WhatsApp, and Messenger. Investments in AI and AR provide long-term growth potential.

Read more: Analyst Says Meta Platforms (META) Should Be ‘Core Portion’ of Your Portfolio